Oria Capital is a registered investment advisor that provides portfolio management services. Oria Capital works with clients to establish an investment policy statement and then constructs a portfolio to meet the client's goals and objectives. Oria Capital requires authority to make trades without asking first. Oria Capital acts as a fiduciary, putting client interests first.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...